Position in KLAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,771,978
+$1,742,998 QoQ
Shares Held
12,502
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#937
of 2,471 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Concord Wealth Partners holds $20,385,168 across 8 Semiconductor Equipment & Materials names. KLAC ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
12,645 | $9,142,335 | |
| 2 | LRCX |
Lam Research Corp
|
16,017 | $6,940,646 | |
| 3 | KLAC |
Kla Corp
This page
|
12,502 | $3,771,978 | |
| 4 | ASML |
Asml Holding NV
|
233 | $463,539 | |
| 5 | Q |
Qnity Electronics, Inc.
|
147 | $24,006 | |
| 6 | NVMI |
Nova Ltd.
|
31 | $16,831 | |
| 7 | TER |
Teradyne, Inc
|
27 | $13,063 | |
| 8 | ENTG |
Entegris Inc
|
71 | $12,770 |
All Filings in KLAC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,771,978 | 12,502 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,028,980 | 1,378 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,046,194 | 1,684 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,776,454 | 1,647 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,433,184 | 1,600 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,127,788 | 1,659 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,227,473 | 1,948 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,041,581 | 1,345 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,038,882 | 1,260 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $787,986 | 1,128 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $446,438 | 768 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $221,991 | 484 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $239,599 | 494 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $98,994 | 248 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $72,766 | 193 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $92,852 | 291 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $130,683 | 357 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $132,043 | 307 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $54,190 | 162 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $84,943 | 262 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $97,468 | 295 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,106 | 12 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||